Finance Manager, Planning & Analysis

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Finance Manager, Planning & Analysis

• Posted on November 5, 2026

Locations

Showing 1 location

Showing 1 location Happauge, NY (WH)
+2 more locations

• Remote
• Other Professional Careers
• Full-Time
• Requisition #: FINAN
  010312

Description

Presidio, Where Teamwork and Innovation Shape the Future
At Presidio, we're at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses - and their internal customers - to achieve more through innovation, automation, and intelligent insights.

The Role

The Finance Manager , Planning & Analysis is a hands‑on leader within Corporate Finance responsible for the company’s enterprise planning and forecasting process, monthly financial consolidation and reporting cycle, and contributing to recurring Board of Directors and private equity sponsor reporting packages. This role coordinates inputs across the organization, maintains disciplined reporting and forecast processes, supports revenue and gross profit variance analysis, and provides thought and technical leadership to the broader finance community.

The successful candidate will combine strong financial fundamentals with demonstrated experience applying artificial intelligence and automation to improve finance processes, reporting quality, and team productivity.

Responsibilities include:

• Lead the monthly enterprise forecast process, including calendar management, assumptions, data collection, consolidation, quality checks, and preparation of forecast outputs.
• Own the monthly financial consolidation and management reporting processes, coordinating submissions, validating results, and delivering accurate, timely enterprise reporting.
• Contribute to monthly Board of Directors and private equity sponsor reporting packages, ensuring financial schedules, commentary, and supporting analyses are complete, consistent, and presentation‑ready.
• Partner with accounting, business finance, rev ops and other business partners to align on assumptions, reconcile actual results to management reporting and resolve data, mapping, or classification issues.
• Support revenue and gross profit variance analysis by identifying key drivers versus prior forecast, budget, and prior periods and coordinating clear explanations with business partners.
• Develop and maintain recurring financial models, dashboards, and analyses that improve visibility into enterprise performance.
• Apply AI, workflow automation, and analytics tools to streamline data preparation, consolidation, validation, reporting, and forecast processes while maintaining appropriate controls.
• Identify recurring manual activities and implement practical automation solutions that improve speed, accuracy, and scalability.
• Coach and develop financial analysts through clear work planning, review of analyses and deliverables, actionable feedback, and on‑the‑job skill development.
• Coordinate cross‑functional deliverables and deadlines, communicate risks early, and follow issues through resolution.
• Support ad hoc financial analysis and recurring finance priorities as needed.

Required Skills and Professional Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 7+ years of progressive experience in corporate finance, financial planning and analysis, accounting, or a related finance discipline.
• Demonstrated ownership of monthly financial consolidation, management reporting, and forecasting processes in a complex organization.
• Ex…